AlgovestIQ · Sector Intelligence

Consumer Discretionary Sector Performance Today

Consumer Discretionary sector price performance from XLY, with the AIQ breadth reading that shows how many of the 126 covered consumer discretionary stocks are behind the move.

XLY price returns

1D
-0.44%
1W
-2.52%
1M
-5.03%
3M
-1.35%
Rank 8/11
YTD
-6.24%
vs SPY (3M, pp)
-5.81 pp
Sector context
Selected-period rank 8/11 · Improving breadth rank 8/11
XLY fund details

AIQ participation

Confirmed weakness
AIQ breadth
33%
scoring ≥ 7/10
Improving
19%
Improving breadth rank 8/11
Covered stocks
126
funds excluded

Consumer Discretionary is lagging the S&P 500 with fewer than half of its stocks improving — price and participation agree. It sits at -5.81 percentage points versus the S&P 500 with 19% of its covered stocks improving over the past week. This describes the current relationship between price and participation; it is not a forecast.

Consumer Discretionary stocks by AIQ signal

Highest AIQ scores

Strongest current evidence in the sector.

Highest AIQ scores in Consumer Discretionary
SymbolCompanyAIQ (1–10)
BBYBest Buy Co., Inc.10
ANFAbercrombie & Fitch Co.10
DECKDeckers Outdoor Corporation10
URBNUrban Outfitters, Inc.10
GMEGameStop Corp.9
BWABorgWarner Inc.9
CHPTChargePoint Holdings, Inc.9
HASHasbro, Inc.9
SEESealed Air Corporation9
SKXSkechers U.S.A., Inc.9

Improving fastest

Largest AIQ gains over the past 7 days.

Largest 7-day AIQ gains in Consumer Discretionary
SymbolCompany7d change (0–100)
HYLNHyliion Holdings Corp.+9
GMEGameStop Corp.+6
DKSDICK'S Sporting Goods, Inc.+4
BWABorgWarner Inc.+3
EVGOEVgo, Inc.+2
WSMWilliams-Sonoma, Inc.+2
WINGWingstop Inc.+2
ROSTRoss Stores, Inc.+2
QSQuantumScape Corporation+2
ONONOn Holding AG+1

Weakening fastest

Largest AIQ declines over the past 7 days.

Largest 7-day AIQ declines in Consumer Discretionary
SymbolCompany7d change (0–100)
CHWYChewy, Inc.-11
LULULululemon Athletica Inc.-11
MELIMercadoLibre, Inc.-11
NVRNVR, Inc.-9
BALLBall Corporation-9
ETSYEtsy, Inc.-9
AMCRAmcor plc-8
BKNGBooking Holdings Inc.-8
DPZDomino's Pizza, Inc.-7
KSSKohl's Corporation-6

Compare the sector's two strongest names side by side: BBY vs ANF, or open any symbol above for its full technicals and fundamentals.

Themes concentrated in consumer discretionary

Themes are selective baskets built around a single driver, and can draw members from several sectors at once. These draw at least a third of their constituents from consumer discretionary:

  • Consumer Retail & E-Commerce8 of 12 constituents
See how these themes are moving

Methodology

Consumer Discretionary sector performance is represented by XLY, the Select Sector SPDR fund, and reflects price return, not total return — dividends are excluded. The fund holds S&P 500 constituents, so it describes large-cap consumer discretionary exposure rather than every listed company in the sector.

AIQ breadth is the share of the 126 covered consumer discretionary stocks with an AIQ score of 7 or higher on the 1–10 scale — a level reading. Improving is the share whose underlying AIQ composite rose over the past seven days — a change reading. The composite runs 0–100 with 50 neutral, so the two figures are related but sit on different scales and should not be read as one number. Funds are excluded from both, so an ETF's holdings are never counted twice. The state label is derived from the benchmark-relative return and the improving share alone, using the same rule as the sector hub.

Data as of 2026-09-10, market close.

Consumer Discretionary sector — frequently asked questions

How is the consumer discretionary sector performing today?

Consumer Discretionary is -1.35% over the past three months, measured by XLY, the Select Sector SPDR fund for the sector. The full return set is -0.44% over one day, -2.52% over one week, -5.03% over one month, -1.35% over three months and -6.24% year to date. These are price returns and exclude dividends.

Which ETF tracks the consumer discretionary sector?

XLY, the Select Sector SPDR fund, is used on this page as the consumer discretionary sector benchmark. It holds the S&P 500 constituents assigned to the sector, weighted by market capitalisation, so it represents large-cap sector exposure rather than every listed company in the sector.

How many consumer discretionary stocks are participating?

33% of the 126 covered consumer discretionary stocks currently carry an AIQ score of 7 or higher on the 1 to 10 scale, and 19% saw their underlying AIQ composite rise over the past seven days. The first is a level reading of how much of the sector is in constructive shape; the second is a change reading on the 0 to 100 composite, so the two sit on different scales. Funds are excluded from both so their holdings are not counted twice.

What does "Confirmed weakness" mean?

Consumer Discretionary is lagging the S&P 500 with fewer than half of its stocks improving — price and participation agree. It sits at -5.81 percentage points versus the S&P 500 with 19% of its covered stocks improving over the past week. This describes the current relationship between price and participation; it is not a forecast.